A Salesforce administrator is configuring a Lightning record page for a Support team working on Case records. The team needs a streamlined way to create child Task records to log customer calls and update the status of the current Case record directly from the publisher area. Which TWO action types should the administrator configure on the Case object? (Select 2 answers)
- An Object-Specific Create Record Quick Action to create related Task recordsAnswer
- An Object-Specific Update a Record Quick Action to modify Case fieldsAnswer
- CA Custom Detail Page Button using JavaScript to update fields without page layouts
- DA Global Quick Action to restrict field visibility based on user picklist assignments
Answer
The administrator should configure an Object-Specific Create Record Quick Action to create related Task records and an Object-Specific Update a Record Quick Action to modify Case fields.
Object-specific actions are ideal for record pages because they operate within the context of the current record. A Create Record object-specific action creates related records like Tasks tied directly to the Case, while an Update a Record object-specific action modifies fields on the current Case record using an optimized action layout.
Step-by-Step Solution
Key Concept
Object-Specific Quick Actions